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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,634 | $129,737-52.5% | $119,126-48.3% | $154,746-60.2% |
| Participation rate | 53.3% | 78.9%-25.5pp | 75.8%-22.4pp | 80.7%-27.4pp |
| Annual return | 19.70% | 379.08%-359.4pp | 282.11%-262.4pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,734 | $4,375-37.5% | $4,034-32.2% | $4,379-37.6% |
| Participant deferral / active EE | $5,469 | $5,842-6.4% | $5,318+2.8% | $6,730-18.7% |
| Admin fee / account holder | $2,252 | $11,961-81.2% | $10,693-78.9% | $14,365-84.3% |